Basic Materials
Exclusive insider sentiment analysis for the Basic Materials sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-09-12 17:30 | 2023-09-05 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.52 | 88,700 | $46,124 | 700,953 | +14.5% |
| 2023-09-11 20:11 | 2023-09-07 | LIN | LINDE PLC | Bichara Guillermo | Officer; Exec VP& Chief Legal Officer | Specialty Chemicals | OPT+S | $386.53 | 12,484 | $4,825,492 | 27,161 | -31.5% |
| 2023-09-11 18:50 | 2023-09-07 | FRD | FRIEDMAN INDUSTRIES INC | Spira Joel | Director | Steel | BUY | $13.00 | 1,000 | $13,000 | 13,863 | +7.8% |
| 2023-09-12 00:31 | 2023-09-07 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $25.50 | 5,087 | $129,737 | 213,418 | -2.3% |
| 2023-09-08 22:09 | 2023-08-25 | RLEA | Rubber Leaf Inc | Hua Xingxiu | Director, Officer, 10% owner; President | Specialty Chemicals | SALE | $5.05 | 22,741 | $114,765 | 36,272,184 | -0.1% |
| 2023-09-08 23:06 | 2023-09-06 | AVNT | AVIENT CORP | Rathbun Joel R. | Officer; SVP, Mergers & Acquisitions | Specialty Chemicals | SALE | $38.98 | 6,743 | $262,819 | 5,334 | -55.8% |
| 2023-09-08 03:00 | 2023-09-06 | WOLV | Wolverine Resources Corp. | Bowins Donald Kenneth | Director | Other Industrial Metals & Mining | BUY | $0.02 | 2,000,000 | $36,000 | 1,125,000 | +100.0% |
| 2023-09-08 00:21 | 2023-09-07 | K | KELLANOVA | KELLOGG W K FOUNDATION TRUST | 10% owner | Gold | SALE | $59.42 | 77,800 | $4,622,658 | 54,254,038 | -0.1% |
| 2023-09-08 00:05 | 2023-09-05 | DYNR | DYNARESOURCE, INC. | ROSE MATTHEW K | Director, 10% owner | Other Precious Metals & Mining | BUY | $2.60 | 10,000 | $26,000 | 364,881 | +2.8% |
| 2023-09-08 00:01 | 2023-09-05 | CMT | CORE MOLDING TECHNOLOGIES INC | Zimmer John P | Officer; EVP, Treasurer, Secretary, CFO | Specialty Chemicals | SALE | $25.72 | 6,388 | $164,289 | 218,505 | -2.8% |
| 2023-09-06 23:19 | 2023-09-05 | ASH | Ashland Inc. | WILLIS J KEVIN | Officer; Sr.VP &Chief Financial Officer | Specialty Chemicals | OPT+S | $86.54 | 7,866 | $680,724 | 11,583 | -40.4% |
| 2023-09-07 02:21 | 2023-09-05 | PPTA | PERPETUA RESOURCES CORP. | Robison Chris J | Director | Other Precious Metals & Mining | BUY | $3.17 | 10,000 | $31,700 | 50,000 | +25.0% |
| 2023-09-07 01:42 | 2023-09-06 | AXTA | Axalta Coating Systems Ltd. | Stein Kevin M | Director | Specialty Chemicals | BUY | $27.38 | 36,600 | $1,002,108 | 36,600 | +100.0% |
| 2023-09-06 23:18 | 2023-09-01 | ORGN | Origin Materials, Inc. | Tripeny R Tony | Director | Chemicals | BUY | $1.37 | 73,000 | $100,054 | 73,000 | +100.0% |
| 2023-09-06 23:05 | 2023-09-01 | CF | CF Industries Holdings, Inc. | Frost Bert A | Officer; EVP,Sales,MktDev,SupplyChn | Agricultural Inputs | SALE | $78.45 | 5,000 | $392,264 | 42,539 | -10.5% |
| 2023-09-06 23:52 | 2023-09-01 | NEM | NEWMONT Corp /DE/ | Atkinson Robert D | Officer; EVP & COO | Gold | SALE | $39.91 | 5,500 | $219,505 | 76,251 | -6.7% |
| 2023-09-06 23:50 | 2023-09-01 | NEM | NEWMONT Corp /DE/ | Ebel Mark David | Officer; Interim Chief Legal Officer | Gold | SALE | $39.91 | 183 | $7,304 | 22,137 | -0.8% |
| 2023-09-06 23:50 | 2023-09-01 | NEM | NEWMONT Corp /DE/ | Palmer Thomas Ronald | Director, Officer; President & CEO | Gold | SALE | $39.91 | 11,000 | $439,010 | 256,039 | -4.1% |
| 2023-09-07 02:02 | 2023-08-23 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.48 | 55,300 | $26,544 | 612,253 | +9.9% |
| 2023-09-05 23:49 | 2023-08-31 | DD | DuPont de Nemours, Inc. | Ratnakar Raj | Officer; SVP & Chief Strategy Officer | Specialty Chemicals | OPT+S | $77.42 | 50,633 | $3,920,007 | 31,720 | -61.5% |
| 2023-09-06 01:31 | 2023-09-05 | TMQ | Trilogy Metals Inc. | Sanders Elaine | Officer; VP & CFO | Other Industrial Metals & Mining | SALE | $0.50 | 15,000 | $7,500 | 2,124,476 | -0.7% |
| 2023-09-05 23:47 | 2023-08-31 | TROX | Tronox Holdings plc | Guthrie Vanessa Ann | Director | Chemicals | SALE | $13.66 | 2,395 | $32,716 | 41,324 | -5.5% |
| 2023-09-06 00:42 | 2023-09-01 | PPTA | PERPETUA RESOURCES CORP. | Bogert L Michael | Officer; (See remarks (1)) | Other Precious Metals & Mining | BUY | $3.34 | 3,000 | $10,020 | 10,097 | +42.3% |
| 2023-09-06 00:54 | 2023-09-01 | KOP | Koppers Holdings Inc. | Hyde Leslie S | Officer; SVP, Chief Sustainability Offi | Specialty Chemicals | OPT+S | $40.00 | 2,351 | $94,040 | 50,386 | -4.5% |
| 2023-09-05 17:53 | 2023-08-24 | BRGC | North America Lithium & Gold Corp | Jamshidi Shahsavar Mahmood | Director, Officer, 10% owner; Chairman/CEO | Other Industrial Metals & Mining | BUY | $0.41 | 52,590 | $21,562 | 556,953 | +10.4% |
| 2023-09-01 23:12 | 2023-08-31 | EXP | EAGLE MATERIALS INC | Newby Matt | Officer; EVP & General Counsel | Building Materials | OPT+S | $190.00 | 5,613 | $1,066,487 | 21,819 | -20.5% |
| 2023-09-01 23:28 | 2023-09-01 | ASIX | AdvanSix Inc. | Kintiroglou Achilles B. | Officer; SVP, General Counsel | Chemicals | SALE | $33.32 | 500 | $16,660 | 29,099 | -1.7% |
| 2023-09-01 21:48 | 2023-08-28 | THMG | THUNDER MOUNTAIN GOLD INC | Jones Eric T | Director, Officer; CEO | Other Precious Metals & Mining | BUY | $0.07 | 31,000 | $2,170 | 3,513,214 | +0.9% |
| 2023-09-02 00:51 | 2023-08-31 | SXC | SunCoke Energy, Inc. | Hardesty Phillip Michael | Officer; Senior Vice President | Coking Coal | SALE | $9.27 | 16,531 | $153,242 | 182,502 | -8.3% |
| 2023-09-02 00:02 | 2023-08-31 | BCC | BOISE CASCADE Co | Brown Dean Michael | Officer; EVP, Wood Products | Lumber & Wood Production | SALE | $109.12 | 5,481 | $598,080 | 42,450 | -11.4% |
| 2023-09-02 01:24 | 2023-08-31 | RS | RELIANCE, INC. | Lewis Karla R | Director, Officer; President, CEO | Steel | SALE | $285.61 | 32,000 | $9,139,494 | 89,258 | -26.4% |
| 2023-09-01 23:11 | 2023-08-30 | EXP | EAGLE MATERIALS INC | STEWART RICHARD ROSS | Director | Building Materials | SALE | $187.99 | 2,000 | $375,978 | 7,041 | -22.1% |
| 2023-08-31 23:11 | 2023-08-29 | RS | RELIANCE, INC. | HOFFMAN JAMES DONALD | Director | Steel | SALE | $286.84 | 20,000 | $5,736,776 | 104,042 | -16.1% |
| 2023-08-31 18:24 | 2023-08-29 | WLKP | Westlake Chemical Partners LP | Kenner Andrew | Officer; SVP, Olefin Material & Corp Pr | Chemicals | BUY | $22.74 | 10,000 | $227,380 | 111,609 | +9.8% |
| 2023-09-01 00:29 | 2023-08-30 | KOP | Koppers Holdings Inc. | BALL M LEROY | Director, Officer; President and CEO | Specialty Chemicals | SALE | $38.59 | 2,000 | $77,182 | 298,921 | -0.7% |
| 2023-08-30 23:41 | 2023-08-28 | AMR | Alpha Metallurgical Resources, Inc. | Stetson David J. | Director, Officer; Executive Chairman | Coking Coal | SALE | $198.55 | 20,000 | $3,970,912 | 57,978 | -25.6% |
| 2023-08-30 23:39 | 2023-08-29 | LYB | LyondellBasell Industries N.V. | Kaplan Jeffrey A | Officer; EVP and General Counsel | Specialty Chemicals | SALE | $97.56 | 10,000 | $975,623 | 49,876 | -16.7% |
| 2023-08-31 00:32 | 2023-08-29 | BCC | BOISE CASCADE Co | Strom Jeffrey Robert | Officer; EVP, BMD | Lumber & Wood Production | SALE | $108.75 | 2,054 | $223,379 | 37,081 | -5.2% |
| 2023-08-31 00:30 | 2023-08-28 | BCC | BOISE CASCADE Co | MATULA KRISTOPHER J | Director | Lumber & Wood Production | SALE | $107.50 | 8,633 | $928,044 | 14,172 | -37.9% |
| 2023-08-30 22:43 | 2023-08-28 | MTRN | MATERION Corp | Chemnitz Gregory R. | Officer; VP General Counsel & Secretary | Other Industrial Metals & Mining | SALE | $107.73 | 1,800 | $193,910 | 17,510 | -9.3% |
| 2023-08-29 23:05 | 2023-08-25 | DD | DuPont de Nemours, Inc. | Ratnakar Raj | Officer; SVP & Chief Strategy Officer | Specialty Chemicals | OPT+S | $74.56 | 15,838 | $1,180,881 | 31,720 | -33.3% |
| 2023-08-29 17:41 | 2023-08-24 | MLCT | RANGE IMPACT, INC. | Indemnity National Insurance Co | 10% owner | Other Industrial Metals & Mining | BUY | $0.15 | 6,666,667 | $1,000,000 | 33,333,333 | +25.0% |
| 2023-08-29 21:29 | 2023-08-28 | SCL | STEPAN CO | Dearth Randall S. | Director | Specialty Chemicals | SALE | $87.20 | 590 | $51,445 | 10,210 | -5.5% |
| 2023-08-29 21:07 | 2023-08-23 | LCGMF | LION COPPER & GOLD CORP. | Alford Tony L | Director, 10% owner | Other Industrial Metals & Mining | BUY | $0.06 | 4,700 | $268 | 43,314,014 | +0.0% |
| 2023-08-30 03:04 | 2023-08-29 | LBSR | LIBERTY STAR URANIUM & METALS CORP. | O'HEERON PETE | Director, Officer, 10% owner; COB, Secretary, Treasure | Other Industrial Metals & Mining | BUY | $0.05 | 954,707 | $51,936 | 954,707 | +100.0% |
| 2023-08-29 03:02 | 2023-08-24 | NNUP | NOCOPI TECHNOLOGIES INC/MD/ | Winger Matthew C. | Director, Officer; EVP - Corporate Development | Specialty Chemicals | BUY | $3.24 | 5,000 | $16,210 | 67,000 | +8.1% |
| 2023-08-29 00:15 | 2023-08-25 | BCC | BOISE CASCADE Co | Taylor Sue Ying | Director | Lumber & Wood Production | SALE | $104.92 | 300 | $31,477 | 9,642 | -3.0% |
| 2023-08-29 00:09 | 2023-08-24 | BCC | BOISE CASCADE Co | Twedt Jill | Officer; SVP General Counsel & Corp Sec | Lumber & Wood Production | SALE | $105.97 | 2,500 | $264,933 | 33,812 | -6.9% |
| 2023-08-29 00:12 | 2023-08-25 | BCC | BOISE CASCADE Co | HOGANS MACK L | Director | Lumber & Wood Production | SALE | $105.38 | 4,807 | $506,549 | 10,538 | -31.3% |
| 2023-08-29 00:11 | 2023-08-25 | BCC | BOISE CASCADE Co | CARLILE THOMAS E | Director | Lumber & Wood Production | SALE | $105.13 | 10,720 | $1,127,019 | 36,336 | -22.8% |
Strategic Analysis
Analyzing insider transactions within the Basic Materials sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.